Transaction Reviews
- Can managers add information a spender's transaction as part of the Review process?
- I’ve added/edited Review Policies. Will those changes take effect immediately?
- If a transaction was pending before Transactions Reviews was set up for my account, but has since settled after Transactions Reviews was set up, will that transaction require review?
- What types of transactions are included in Transaction Reviews?
- How does this feature impact exporting transactions from my Float account to my accounting software?
- What happens when I mark a transaction Not Permitted?
Understanding Transactions
- Prohibited and Restricted Transaction Declines
- 3D Secure (3DS) FAQ
- Spender Categorization Mobile View
- Purchasing from merchants with 3D Secure
- How does foreign exchange (FX) / currency conversion work?
Declines
Reporting
- What are Insights?
- I don't want to receive weekly summary emails about my company's Reporting. How do I unsubscribe?
- How do I see the underlying transactions that sum up to a specific data point?
- Can I download the Reports shown on this page?
- Can a Category be changed?
- When spend is reassigned to a new person, will their historical spend get reassigned or will it appear under the original spender?